Asset Allocation

As of June 30, 2025.
Type % Net
Cash 24.20%
Stock 72.15%
Bond 4.24%
Convertible 0.00%
Preferred 0.00%
Other -0.59%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 94.70%    % Emerging Markets: 1.01%    % Unidentified Markets: 4.29%

Americas 95.15%
94.67%
Canada 2.19%
United States 92.47%
0.48%
Mexico 1.01%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.56%
United Kingdom -0.18%
-1.90%
Denmark -0.39%
Ireland -0.48%
Sweden -0.08%
Switzerland -0.95%
0.00%
2.65%
Israel 2.65%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 4.29%

Bond Credit Quality Exposure

AAA 0.00%
AA 42.06%
A 0.00%
BBB 0.00%
BB 0.00%
B 0.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 57.94%
Short Term 0.00%
As of June 30, 2025
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Stock Sector Exposure

Cyclical
32.02%
Materials
3.94%
Consumer Discretionary
5.52%
Financials
20.21%
Real Estate
2.36%
Sensitive
45.72%
Communication Services
3.36%
Energy
4.46%
Industrials
19.22%
Information Technology
18.69%
Defensive
11.14%
Consumer Staples
-0.68%
Health Care
6.80%
Utilities
5.02%
Not Classified
11.11%
Non Classified Equity
0.00%
Not Classified - Non Equity
11.11%
As of June 30, 2025
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Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 100.0%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term
78.95%
Less than 1 Year
78.95%
Intermediate
21.05%
1 to 3 Years
21.05%
3 to 5 Years
0.00%
5 to 10 Years
0.00%
Long Term
0.00%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of June 30, 2025
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